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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Braintree, MA

Every SEC-registered financial advisor at a firm office in Braintree who lists the Chartered Financial Analyst designation, A to Z.

6 CFA charterholders work in Braintree; the most are at Pallas Capital Advisors, LLC (2). 1 are also registered broker representatives.

CFA advisors in Braintree, A to Z

Every advisor in Braintree →
  • Federico BerrutoMoney Concepts Capital Corp. · Chartered Financial Analyst
  • Michael DuffyCetera Investment Advisers LLC · Chartered Financial Analyst
  • Matthew R. HodgesNapier Financial · Certified Financial Planner, Chartered Financial Analyst
  • Alex KozlowskiPallas Capital Advisors, LLC · Chartered Financial Analyst
  • David K. MullenLittle House Capital, LLC · Chartered Financial Analyst
  • Emily L. RichardPallas Capital Advisors, LLC · Chartered Financial Analyst

Firms with the most CFA charterholders in Braintree

Pallas Capital Advisors, LLC 2Cetera Investment Advisers LLC 1Little House Capital, LLC 1Money Concepts Capital Corp. 1Napier Financial 1

CFA advisors in other Massachusetts cities

All of Massachusetts →

Boston 355Waltham 28Needham 21Wellesley 18North Andover 11Westborough 11Beverly 10Newton 10Cambridge 9Hingham 8Springfield 8Lincoln 7Westwood 7Andover 6Plymouth 6Concord 5Lynnfield 5Winchester 5Woburn 5Dedham 4Manchester 4Natick 4Acton 3Bolton 3

Questions

How many CFA financial advisors are in Braintree, MA?

6 SEC-registered investment adviser representatives at firm offices in Braintree, Massachusetts list the CFA designation; Pallas Capital Advisors, LLC employs the most of them (2).

What is a CFA?

CFA stands for Chartered Financial Analyst, CFA Institute's charter in investment analysis: three exams and four years of investment experience.

How do I check a CFA in Braintree?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFA itself with the body that issues it.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFA with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and ChFC holders.